Paying for speed, not "tiers"

Om Malik talks about earnings report conference calls in which the Bells reported slower growth but more revenue per customer as they, customers, migrate to the higher 3 Mbps and 6 Mbps speeds. He compares BellSouth and Verizon results with AT&T's results. He believes that

...the market is saying that customers will pay for higher speed. Not for
tiers. I think if Bells are brave enough to offer 25 mbps for $75 a
month, they will find demand and profits. I am not sure if you agree
with me, but I clearly see a direct correlation between the demand and
speeds.

I bring it up because it's the first mention of "tiers v. speed" that I've read. I'm frankly not sure where he's headed with this line of argument -- people will pay for faster speeds -- but it should be interesting.